Top Financial Advisors in Charlottesville, Virginia
Finding the right financial advisor in Charlottesville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Charlottesville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Charlottesville, VA.
Find the Best Financial Advisor Firms in Charlottesville:
EMERGENT FINANCIAL SERVICES, LLC.
CRD#: 288434
Address: 310 Old Ivy Way Ste 302 Suite 302, Charlottesville, VA 22903
Clients: 120
Average Clients per Advisor: 30
AUM: $ 1.1B
DARRELL & KING, LLC
CRD#: 162411
Address: 410 White Gables Ln, Charlottesville, VA 22903-4994
Clients: 213
Average Clients per Advisor: 53
AUM: $ 694M
A. N. CULBERTSON & COMPANY, INC.
CRD#: 108341
Address: One Boars Head Pointe Suite 101, Charlottesville, VA 22903-4612
Clients: 152
Average Clients per Advisor: 30
AUM: $ 538M
MAROTTA WEALTH MANAGEMENT, INC.
CRD#: 115645
Address: 1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615
Clients: 196
Average Clients per Advisor: 15
AUM: $ 525M
CHASE INVESTMENT COUNSEL CORPORATION
CRD#: 104648
Address: 350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897
Clients: 28
Average Clients per Advisor: 5
AUM: $ 295M
REDE WEALTH, LLC
CRD#: 173346
Address: 600 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911
Clients: 170
Average Clients per Advisor: 85
AUM: $ 239M
How We Chose the Top Financial Advisors in Charlottesville, Virginia
To create this list of top financial advisor firms in Charlottesville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Charlottesville has to offer.
Search Financial Advisors in Charlottesville, Virginia
Holly Marie Ruff
Registered Affiliation(s):ALPHA OMEGA WEALTH MANAGEMENT, LLC
Nelson Russell Ashby
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Robert Frakes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Lowell Secrist
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Henry Kaminski
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
John Nelson Couric
Registered Affiliation(s):COURIC FINANCIAL
Thomas Vietor Sheehan
Registered Affiliation(s):ROUND OAK CAPITAL LLC
Mark Andrew Sherman
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Jeffrey Theodore Barth
Registered Affiliation(s):A. N. CULBERTSON & COMPANY, INC.
Mark Ryan Mccarron
Registered Affiliation(s):ARROWROOT FAMILY OFFICE, LLC
Jarrod C Markley
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Dale Scott Lam
Registered Affiliation(s):STRATEGENT FINANCIAL, LLC
Daniel Oscar Uribe
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Travis Frederick Marshall
Registered Affiliation(s):D.A. DAVIDSON & CO.
Ross Edward Shull
Registered Affiliation(s):LPL FINANCIAL LLC
Mauree Lynette Barrett
Registered Affiliation(s):CARY STREET PARTNERS
Carol Floyd Ham
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Harvey Graham
Registered Affiliation(s):GRAND STRATEGY CAPITAL, LLC
George Latham Payne JR.
Registered Affiliation(s):A. N. CULBERTSON & COMPANY, INC.
Evan W Sterling
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Elizabeth Keys Craddock
Registered Affiliation(s):WEALTHCARE ADVISORY PARTNERS LLC
Michelle Kelsay Bishop
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Caitlin Somerset Borland
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Michael Lee Gilbert
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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